Kenneth M. Karas
2016Annual
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What was filed
77
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- National Association of Urban Debate Leagues
- Little League
- Davis, Polk & Wardwell - Salary
As filed
JFCU — Interest
Citibank Savings Account — Interest
Citibank Checking Account — Interest
HR-10 Spartan 500 Index — Int/Div — Buy (add'l)
HR-10 Spartan 500 Index — Buy (add'l)
HR-10 Fidelity Retirement Money Market — Interest
401K Spartan S00 Index — Int/Div — Buy (add'l)
401K Fudehty Retirement Money Market — Interest
E*Trade Sweep Account — Interest
NY 529 Vanguard Agressive Fund (no control) — None
NY 529 Vanguard Aggressive Fund (no control) — None
Citibank IRA — Interest
Citibank IRA — Interest
HR-10 SPDR S&P MidCap 400 ETF TR — Int/Div — Sold (part)
HR-<10SPRTN Total Market Index Fund — Int/Div — Buy (add'l)
HR-<10SPRTN Total Market Index Fund — Buy (add'l)
HR-<10SPRTN Total Market Index Fund — Buy (add'l)
HR-10 Tweedy Browne Global Value Fund — Int/Div — Sold
HR-10 Fidelity Low Priced Stock Fund — Int/Div
HR-10 Fidelity Cash Reserves — Interest
401K SPRTN Total Market Index Fund — Int/Div — Buy
401K BlackRock Global Allocation Fund — Int/Div — Buy (add'l)
401K Fidelity Cash Reserves — Interest
IRA Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)
IRA Blackrock Global Allocation Fund — Int/Div
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Low Priced Stock Fund — Int/Div
IRA Blackrock Global Allocation Fund — Int/Div
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Contrafund — Int/Div
IRA Fidelity Contrafund — Int/Div
SPDR S&P Midcap 400 ETF — Int/Div — Sold (part)
Fidelity ContraFund — Int/Div — Buy (add'l)
Fidelity ContraFund — Buy (add'l)
Fidelity Low Priced Stock Fund — Int/Div — Buy (add'l)
Fidelity Low Priced Stock Fund — Buy (add'l)
BBH Core Select Fund — Int/Div — Buy (add'l)
Baron Growth Fund — Int/Div — Sold
BlackRock Global Allocation Fund — Int/Div
BlackRock Strategic Muni Opportunities — Int/Div — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
Deutsche Intermediate Tax AMT Free Fund — Int/Div — Buy (add'l)
Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)
Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)
Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)
Deutsche Intermediate Tax AMT Free Fund — Buy (add'l)
Tweedy Brown Global Value Fund — Int/Div — Sold
Vanguard Intermediate Tax Exempt Admiral — Int/Div — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral — Buy (add'l)
Fidelity Spartan Total Index — Int/Div
Morgan Stanley Long/Short Fund A — Int/Div
Fidelity Municipal Money Market — Interest — Sold (part)
Fidelity Treasury Money Market — Interest — from line 54)
Glenmede Large Cap Core — Int/Div — Buy
Glenmede Large Cap Core — Buy (add'l)
BlackRock Nat'l Mumni-Fund — Int/Div — Buy
BlackRock Nat'l Mumni-Fund — Buy (add'l)
BlackRock Nat'l Mumni-Fund — Sold
Deutsche Managed Muni Bond Fund — Int/Div — Buy
Deutsche Managed Muni Bond Fund — Buy (add'l)
Deutsche Managed Muni Bond Fund — Sold
WisdomTree Europe Hedge Equity ETF — Int/Div — Buy
WisdomTree Europe Hedge Equity ETF — Sold
Deutsche X-Trackers MSCI Europe Hedge ETF — Int/Div — Buy
Deutsche X-Trackers MSCI Europe Hedge ETF — Sold
401(k) Glenmede Large Cap Core — Int/Div — Buy
HR-10 BBH Core Select Fund — Int/Div — Buy
HR-10 Glenmede Large Cap Core — Int/Div — Buy
HR-10 Glenmede Large Cap Core — Buy (add'l)
HR-10 Wisdom Tree Europe Hedged Equite FTF — Int/Div — Buy
HR-10 Wisdom Tree Europe Hedged Equite FTF — Sold
HR-10 Deutsche X-Trackers MSC Europe Hedged ETF — Int/Div — Buy
HR-10 Deutsche X-Trackers MSC Europe Hedged ETF — Sold
401(k) Fidelity Contrafund — Int/Div
HR-10 Fidelity Contrafund — Int/Div
Member, Board of Directors, National Association of Urban Debate Leagues
Member, Board of Directors, Little League
Spouse's income — 2016 — Davis, Polk & Wardwell - Salary
The Trust di
sed in Part 11s a non-funded insurance trust for al
any current benefits or income and only is triggered upon or
A However, neither trust confers
Also, 4 correction should be made to last year’s report. In rows 6 and 23 in the Investments Section, there were duplicate entries for the 401(k) Spartan 500 Index
Fund. This year's report makes the correction by merging those entries ito row 7.
Finally, there should be another change made to last year's report (2015). In this year's report, at lines 76 and 77, there is a report for "401(k) Fidelity Contrafund”
and "HR-10 Fidelity Contrafund.” Neither asset was listed in last year's report, but each should have been. The "401(k) Fidelity Contrafund" was purchased on
2/19/15 at the "J" value, and the "HR-10 Fidelity Contrafund™ was purchased on 1/30/15 at the
v
value and another purchase was mide on 2/19/15 at the "J"
value.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.